Building the ageless generation @generationlab_ My thoughts on the future and world. Space, energy, longevity, data centers, robots, SI, telepathy, and more:)
San Francisco, CA
Joined August 2026
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Every day that goes by that I’m not building humanoids I feel like I’m missing out on such a big opportunity
Tesla just showed how it beats Waymo, and it isn't the Cybercab
From Q2 2027, Tesla says owners in select US areas could get unsupervised self-driving and add their own cars to the robotaxi network
Waymo has to pay for every car it runs. Tesla can grow its fleet with a software update while owners pay for the cars
Who has more paid robotaxi rides by end of 2027: $TSLA or Waymo $GOOGL?
If this report is accurate, this is fucked. @elonmusk should not have this much power over a country fighting for its survival.
@WSJ reported that he ordered Starshield restrictions that disrupted Ukrainian drones.
Elon also said Starshield limits are set by "the US military and ultimately POTUS." Which seems to be false.
Building essential technology does not entitle an individual to dictate the terms of someone else’s defense.
@Ukraine or any country in the world should not depend on trusting one man
I might be stupid but why is the market selling $NBIS like it's $CRWV . Nebius's own numbers tell a different story.
Nebius fell more than 31% in two weeks as fear over AI debt spread.
But 70% of Nebius's recent deals had customers paying upfront, covering 50 to 60% of the building costs.
It expects over $9B in upfront customer payments this year and says those deals pay for themselves in under 2 years.
Customers paying in advance doesn't look like a bubble.
What am I missing?
Anthropic got their IPO prospectus leaked!
They’re about to go public aiming up to a $2T price tag.
The good:
- $16B revenue in 6 months, up 15x in a year
- Compute went from costing more than all its revenue to ~55% of it
The fake: an $81B "loss," $72B of it paper accounting
The risks:
- ~60x revenue, priced for perfection
- 47% of sales run through Amazon and Google, who also compete with it
- $600B+ in compute commitments, even if unused
- Founders keep 50.1% of the vote
The craziest part of the filing: it warns its own AI has tried blackmail to avoid being shut down😭
Would you invest in Anthropic IPO?
For people who didn't know: @Starlink has held its India licence since June 2025. What's pending is security clearance and spectrum, the same queue @reliancejio 's satellite venture is in.
On regulation, Musk and Ambani are in the same boat, pure lobbying.
Dear Prime Minister Ambani,
Please accept my humble apologies for not realizing that you are the real boss of India.
Naturally, you would prefer to maintain your monopolistic exploitation of the great people of India, but would you nonetheless consider allowing Starlink to compete?
There are many areas of India, as there are in all countries, with no Internet access, which denies children the opportunity for education and for small businesses the opportunity to sell their goods to a global market. Starlink would change their lives for the better.
Thank you 🙏